BP LOGIX BLOG

Approval Software: Approval Workflow Management

Automate, Track and Record All Your Review and Approval Workflow Processes

Sometimes it seems like everything you do at work requires some type of review and approval workflow process. Whether artwork or documentation, purchasing orders or vacation requests, everything has to be checked and re-checked before proceeding.

Review and approval workflow process such as routing paperwork to the right people in the right order—without losing anything along the way— can be a difficult challenge:

Requests are sent off with no way to track where they stand at any given moment

Paper forms are inherently error-prone and easy to misplace

A missing link in the review and approval chain, due to absence or unavailability, can bring the whole process to a halt

Responding to audit or discovery requests can be expensive, time-consuming, and produce unreliable results

Paperwork can rarely be handled by multiple individuals in parallel: it must make its way sequentially through the process

The reasons listed above are why forward thinking organizations are searching for automated approval software solutions to solve their review and approval workflow challenges which can help reduce operational cost and improve employee satisfaction.

Advantages of our Automated Approval Software Solutions

Process Director is BPM solution that includes approval software, enabling you to automate, track and report on all of your organization’s review and approval processes. Process Director solutions:

Ensures that the proper approval workflow process is followed, each and every time

Leo Burnett Case Study

The Problem

Leo Burnett Worldwide is one of the world’s largest agency networks and the parent company of Leo Burnett and its marketing services arm, Arc Worldwide. They had identified the need for a more formal, technology-based solution to route client estimates for approval. Recognizing that automating the Agency’s project estimating procedure was a priority, that team had agreed to replace a tool which had outgrown its original scope. They needed a review and approval software solution to route estimates for the work that every client requests from the agency, as all estimates created for clients goes through a process that involves periodic updates along the way.

The Solution

Leo Burnett chose Process Director as their approval software solution and soon after Leo they decided to license Process Director they identified a ‘short list’ of 12-15 projects. The Automated Estimating System (AES) was the first one that needed to be addressed and completed as the agency needed a uniform workflow software solution to route, manage, review and approve all client estimates.

In the Leo Burnett environment there are designated users who create estimates for all new work entertained by the agency. Depending upon specific project criteria, each estimate is required to have specific levels of approvals prior to the commencement of work. These criteria are predefined and have been built into Process Director, allowing each estimate to run through a corresponding approval that routes it to the correct agency and client approvers. The approvers receive email notifications and are able to open, review and approve the estimates entirely within the system. Automating the estimating process drives efficiency, while allowing the agency to maintain strict internal controls and ensure that each review and approval workflow are received in the correct sequence and from the appropriate parties.

Request a Free Demo

Process Director approval software solutions sets the pace for your BPM and digital transformation. Request a free demonstration of Process Director and discover for yourself how this unique BPM platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our business process management software have helped our customers conquer their review and approval workflow challenges.

What does your ultimate low-code application look like?

Start Your Demo

Process Director sets the pace for your BPM and digital transformation. Request a free demonstration of Process Director and discover for yourself how this unique BPM platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our business process management software have helped our customers conquer their digital challenges.

BP Logix, Inc. produces and markets Process Director— a unique, AI-enabled, low-code development platform that drives enterprise digital transformation, empowering individuals and teams to rapidly develop, deploy, and enhance critical digital applications— no programming required. Hundreds of organizations around the world, in virtually every sector, rely on BP Logix products and services as their digital advantage as they achieve new benchmarks for market agility, customer engagement, and regulatory compliance. Discover what Process Director can do for you.

Process Director offers a document workflow management system that empowers you to rapidly create filtered searches and tabular reports with a few keystrokes. Whether you want to review task lists, browse document folders, or search for a specific item, Process Director Knowledge Views are easy to configure and even easier to use. And Knowledge Views aren’t only for display: you can export the results, automatically trigger processes, or even use the data to drive decision making in running forms, processes, or rules. If you’re looking for brilliant graphical reports, turn to Process Director’s Advanced Reporting component to produce colorful, real-time charts and graphs, suitable for interaction, email, or printing.

How dare you? I’m against anything that results in the offloading of my precious, precious pneumatic tubes.

My current business processes require way too many manual interventions.*

Yes

No

Process Director’s Process Timeline™ is a workflow engine that provides an easy way to compose, manage, and modify your business process. Key data, such as process duration and critical path, are available at a glance using a Gantt-style chart automatically produced and updated as your process is running.

Listen, all you have to do with my application is just turn the crank, and snap the plank, and boot the marble right down the chute, now watch it roll and hit the pole, and knock the ball in the rub-a-dub tub, which hits the man into the pan. The trap is set, here comes the net! My process, I guarantee, is the smoothest process you’ll ever see!

I always feel like we are running behind with our business processes.*

Yes

No

Process Director’s Process Timeline™ is the first business process modeling and orchestration workflow engine to offer business process automation solutions through predictive analysis tied to automatic behaviors such as notification, reassignment, and rerouting. Process Director customers have taken advantage of this workflow engine and its intrinsic ability to provide the earliest possible notice that a future milestone or deadline may be at risk, and to take immediate remedial action.

I have overcome this issue by secretly dosing our company’s water supply with caffeine. Walking meetings have been replaced by wind-sprint meetings.

We need something to replace one element of our system, but it must play well with our already existing solutions.*

Yes

No

Process Director-driven applications don’t live in a vacuum. Most businesses today rely on a plethora of applications, information, and services, both within and beyond your datacenter. As an intelligent BPM platform, Process Director ties these disparate applications together, making it easy for you to access, combine, and update information, whatever the source.

I believe in a battle-royale approach to application integration. They must fight one another for my amusement, with only the most battle-worn services surviving to see the rise of another red dawn.

My organization is international and on-the-go and our current system just can’t keep up.*

Yes

No

The applications you create with Process Director’s workflow tools are web apps: all you and your users need is a browser to view reports, submit requests, manage processes, etc. All recent-release browsers on all major platforms (including iOS and Android) are supported. Navigate Process Director’s responsive UI, create mobile-friendly interfaces for your own applications, and take advantage of native mobile BPM capabilities such as geolocation and photos—no app store download required. Just boarded a flight without WiFi? No problem: you can even take action via email. Process Director enables you to do your work wherever you are, whenever you’re ready.

I live in a yurt on a snowy mountain top. I have never seen another being, aside from the cable repair guy who comes when my router is down.

Right now, my applications are getting built so slowly that by the time they are live, they already need changes!*

Yes

No

Process Director is a rapid application development software system that responds to this urgent need by arming the business itself with the tools to rapidly build and deliver complete, end-to-end digital applications: without programmers and with low code or no code. As a result, Process Director equips the business to respond to the fast-paced, ever-changing needs of the marketplace. This model puts those who are closest to business issues in a position to create solutions, and allows them to adapt and change these solutions over time.

My applications are built by a wizened old Tuscan artisan. Each one is individually crafted in exhaustive detail using only locally-sourced ingredients, and built to be utterly irreplaceable.

We have situations that are complex, and require coordination along the project timeline, across departments and more!*

Yes

No

By providing the flexibility that stakeholders demand alongside the controls auditors require, Process Director gives companies the power to deliver a context-rich user experience for customers, partners and colleagues. What continues to set Process Director apart from other business process management (BPM) and case management solutions is the patented business process automation software technology, Process Timeline™ — an executable process model that presents a Gantt chart-oriented notation. Capturing time as a formal process dimension, Process Director allows users to effectively manage cases across multiple departments, including HR, IT, Legal and Administrative. Just as time progresses without restraint, the case evolves with or without you. Documents arrive, customers make decisions, motions are filed, and the case evolves accordingly.

I thrive on complex situations, like arranging seating cards for a double date of identical twins who refuse to be seen from the left side.

Currently audits are a complete nightmare— there is always some risk or compliance issue popping up.*

Yes

No

Process Director BPM software has a BPM compliance deployment option that is equipped with Governance, Risk and Compliance software capabilities that can help make your organization more efficient, effective, and compliant. As an advanced BPM software and workflow software solution, Process Director will:

Track and report on document approval history

Maintain a consistent, documented process methodology

Enforce full accountability for all actions taken in the course of a process

I have a foolproof method for dealing with auditors: I simply delete their emails and scream into the phone until they hang up. Easy peasy.

We have a ton of data that we aren’t fully utilizing.*

Yes

No

Virtually any kind of information—document length, repair history, even Big Data streams generated by Internet-enabled devices (IoT)—can be used to predict process behavior. And Process Director provides easy-to-use tools that enable you to access these BPM and artificial intelligence (AI) capabilities, whether you’re a data scientist, process owner, or business analyst—with no programming required, of course.

We are fully utilizing our data: right now I am typing this out of an igloo built entirely of old invoice reports.

I have a different issue that I am looking to fix!*

Yes

No

Process Director combines the easiest and most efficient workflow engine in the industry with a rich set of tools offering snap-in data integration, rapid prototyping and release, and comprehensive reporting and analytics. The new Process Director 5.0 is transforming vision into reality by utilizing BPM and AI and BPM and IoT to enhance predictive analysis, create dynamic business rules and facilitate collaboration within cases. Schedule a private demonstration and learn what Process Director will do in assisting your organization with its digital transformation goals.

I am without issues, existing in a vacuum of pure light and energy, separated from time and space.